Written by Parabellum Investments
30 Jun
Rami Cassis was quoted in a CNBC article about growing investor concern over U.S. political uncertainty and its potential impact on markets. The piece examined how recent events — including tariffs, immigration policy, and the riots in Los Angeles — are prompting investors to reassess their exposure to U.S. assets.
Cassis noted that while the LA riots themselves may not alarm investors in the short term, prolonged unrest or escalation could add to volatility. He emphasized that investors are more focused on the Trump administration’s handling of the situation, warning that the government’s response so far “doesn’t reflect well on an administration looking to resolve this in a sensible way.” Cassis also highlighted concerns that Trump’s stance on immigration could pose longer-term risks to the U.S. economy.
The CNBC article outlined broader investor sentiment, with many shifting funds toward Europe and Japan amid ongoing U.S. policy uncertainty. Despite this, the U.S. market has shown resilience, though political developments continue to weigh on sentiment.
Read the full article here.
